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Fidelity Dividend ETF for Rising Rates

108 hedge funds and large institutions have $212M invested in Fidelity Dividend ETF for Rising Rates in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

4% less funds holding

Funds holding: 112108 (-4)

5% less capital invested

Capital invested by funds: $224M → $212M (-$12.1M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $600K

Holders
108
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$600K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$1.3M
FTUS
27
Flow Traders U.S.
New York
$1.28M
FWA
28
Flagship Wealth Advisors
Massachusetts
$1.25M
SFPG
29
Stonebridge Financial Planning Group
Florida
$1.04M
Jane Street
30
Jane Street
New York
$992K
GIA
31
Gladstone Institutional Advisory
Florida
$859K
RFP
32
RCS Financial Planning
Maryland
$810K
IAN
33
Integrated Advisors Network
Texas
$773K
SS
34
Sunbelt Securities
Texas
$735K
JIP
35
Jaffetilchin Investment Partners
Florida
$711K
Creative Planning
36
Creative Planning
Kansas
$663K
HA
37
Herold Advisors
New York
$651K
BLC
38
Brown, Lisle/Cummings
Rhode Island
$632K
PS
39
Principal Securities
Iowa
$586K
PAS
40
PKS Advisory Services
New York
$560K
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$553K
IWC
42
Integrated Wealth Concepts
Massachusetts
$547K
PAS
43
Park Avenue Securities
New York
$513K
CFCS
44
CDM Financial Counseling Services
Connecticut
$462K
MA
45
Mutual Advisors
Nebraska
$457K
AWA
46
Arkadios Wealth Advisors
Georgia
$455K
BBL
47
Beck Bode LLC
Massachusetts
$454K
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$436K
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$402K
LWM
50
LJI Wealth Management
Indiana
$393K